Valeo Financial Advisors, LLC First Tr Exchange Traded Fd Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$58.03 - $61.76 $115,247 - $122,655	-1,986 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$38.09 - $38.44 $75,646 - $76,341	1,986	1,986 $76,000

Others Institutions Holding FXD

# of Institutions

141

Shares Held

21.5M

Call Options Held

0

Put Options Held

0

First Trust Advisors LP Wheaton, IL

12M
Shares

$802 Million
0.75% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$118 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.53M
Shares

$102 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

396K
Shares

$26.4 Million
0.03% of portfolio
O'Dell Group, LLC Cincinnati, OH

344K
Shares

$22.9 Million
5.14% of portfolio

About FIRST TR EXCHANGE-TRADED FD

Ticker FXD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.